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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Account Balance" from Mercury.

Add your action

An action happens after the trigger—such as "Grant Access to an Offer" in Kajabi.

You’re connected!

Zapier seamlessly connects Mercury and Kajabi, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Account Balance
Triggers when an account's balance changes.
Trigger
Polling
Try It
Failed Transaction
Triggers when a transaction fails.
Trigger
Polling
Try It
Settled Transaction
Triggers when a transaction settles.
Trigger
Polling
Try It
- Site
  Required
- Assessment
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It

- Site
  Required
- Offer
Trigger
Instant
Try It
- Tag
- Site
  Required
Trigger
Instant
Try It

- Site
  Required
- Form
  Required
Action
Write

Cancelled Transaction
Triggers when a transaction is cancelled.
Trigger
Polling
Try It
- Include Credit Accounts?
Trigger
Polling
Try It
Transaction Update
Triggers when a transaction changes status. This will trigger on any update to a transaction, including revisions to the amount following settlement, such as in the case of tips for service staff.
Trigger
Polling
Try It
- Site
  Required
- Form
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It
- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Mercury and Kajabi to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Kajabi on the Zapier blog

Make work flow with AI

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About Mercury

Mercury is an online financial platform that helps startups grow and manage their capital.

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Related categories

Accounting

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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eCommerce

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